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Incapacity: The Black Sheep of Estate Planning

Incapacity: The Black Sheep of Estate Planning

When it comes to estate planning, everyone always assumes it’s all about what happens when you die. While planning for death is certainly critical, it’s important not to forget about the “black sheep” of any good...

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Can’t I Fund My Trust With My Pour Over Will?

Can’t I Fund My Trust With My Pour Over Will?

Want to know how to make an estate planner cringe? Tell them, "I don't need to fund my trust, I have a pour over will." If you have a revocable living trust as part of your estate plan, you probably also have a pour...

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Medicaid Estate Recovery: What You Need to Know

Medicaid Estate Recovery: What You Need to Know

“Ohio Medicaid collects millions from families after death.” The Dayton Daily News recently ran several articles about their investigation of Ohio’s Medicaid Estate Recovery (MER) system featuring headlines such as...

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Surprise! You’ve got Money

Surprise! You’ve got Money

According to the Ohio Department of Commerce, Ohioans have claimed more than $14 million in unclaimed funds already during the 2023 calendar year. Have you checked to see if you could be part of that statistic? What...

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